News

Andrew Ober has worked in the industry for over 40 years, including a multi-decade stint at Merrill Lynch. He’s joining Raymond James' independent advisor channel.

Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company joined the registered investment advisory platform under the Summit Growth Partners minority-ownership model.

After becoming Cresset's first president in May, Nesvold is leaving the rapidly growing RIA on Feb. 11.

Nearly a month after 11 spot Bitcoin ETFs made their market debuts, ETF issuer Global X scrapped its plans to join the fray.

Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.

What can a securities attorney's inbox tell us about the year ahead?

S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans to Lincoln advisors.

Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.